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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11 | $134,817-100.0% | $123,973-100.0% | $155,188-100.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | -108.12% | 515.49%-623.6pp | 388.13%-496.3pp | 148.84%-257.0pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $28,312 | $5,706+396.2% | $5,247+439.6% | $6,531+333.5% |
| Admin fee / account holder | $465,989 | $13,245+3418.2% | $11,799+3849.4% | $14,480+3118.2% |